San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Why Does a Matter's Trust Ledger Show Funds In and Funds Out for Every Invoice?




  • Clio Web App

Additional Information:



This is most likely because your funds are stored at the Client level. Client level trust funds are transferred into the Matter level trust, then out of the Matter level trust (to the operating account).

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality